Wedmont Private Capital’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,246
| Closed | -$231K | – | 766 |
|
|
2025
Q1 | $231K | Sell |
1,246
-1,425
| -53% | -$265K | 0.01% | 598 |
|
|
2024
Q4 | $486K | Buy |
2,671
+660
| +33% | +$120K | 0.03% | 381 |
|
|
2024
Q3 | $489K | Buy |
2,011
+468
| +30% | +$114K | 0.03% | 360 |
|
|
2024
Q2 | $401K | Buy |
1,543
+184
| +14% | +$47.8K | 0.03% | 403 |
|
|
2024
Q1 | $357K | Buy |
1,359
+179
| +15% | +$47.1K | 0.03% | 404 |
|
|
2023
Q4 | $295K | Sell |
1,180
-151
| -11% | -$37.7K | 0.02% | 433 |
|
|
2023
Q3 | $313K | Buy |
1,331
+143
| +12% | +$33.6K | 0.03% | 365 |
|
|
2023
Q2 | $304K | Buy |
+1,188
| New | +$304K | 0.03% | 377 |
|
|
2022
Q4 | – | Sell |
-1,087
| Closed | -$250K | – | 466 |
|
|
2022
Q3 | $250K | Buy |
+1,087
| New | +$250K | 0.05% | 303 |
|